“核心提示”泡泡玛特和老铺黄金,是2024年市场里的顶级消费牛股。一个做黄金饰品、一个做潮玩,都是非传统意义上的“刚需品”,在消费疲软的环境里,两家企业如何实现业绩高增长?作者 |詹方歌编辑|邢昀“一个有壁垒的行业,第一名的优势会越来越高,它的相对优势一定是越来越强的。”黑蚁资本管理合伙人何愚在接受媒体采访时表示。在这样的投资观念驱使下,黑蚁资本相继投出了泡泡玛特和老铺黄金两个高增长企业。3月末,...
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